Integrated Wealth Management’s Du Pont De Nemours E I DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,023
| Closed | -$135K | – | 1217 |
|
|
2016
Q3 | $135K | Hold |
2,023
| – | – | 0.05% | 282 |
|
|
2016
Q2 | $131K | Sell |
2,023
-19
| -0.9% | -$1.23K | 0.05% | 277 |
|
|
2016
Q1 | $129K | Sell |
2,042
-513
| -20% | -$32.4K | 0.05% | 249 |
|
|
2015
Q4 | $170K | Sell |
2,555
-87
| -3% | -$5.79K | 0.07% | 212 |
|
|
2015
Q3 | $127K | Sell |
2,642
-637
| -19% | -$30.6K | 0.06% | 243 |
|
|
2015
Q2 | $199K | Buy |
3,279
+318
| +11% | +$19.3K | 0.08% | 195 |
|
|
2015
Q1 | $200K | Buy |
+2,961
| New | +$200K | 0.08% | 182 |
|